Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,150 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,415 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,188 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,742 | $106,749-48.7% | $145,433-62.4% | $82,448-33.6% |
| Participation rate | 70.5% | 75.6%-5.1pp | 82.1%-11.6pp | 68.1%+2.5pp |
| Annual return | 15.03% | 27.59%-12.6pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $318 | $3,444-90.8% | $4,554-93.0% | $2,551-87.5% |
| Participant deferral / active EE | $2,754 | $6,519-57.8% | $7,897-65.1% | $4,139-33.5% |
| Admin fee / account holder | $412 | $8,390-95.1% | $13,129-96.9% | $7,234-94.3% |